Internal Accounting Tax Manager

Position Information

Hiring Manager:

Senior Controller

Department:

Internal Accounting

Department Overview

The Internal Accounting ("IA") Department is responsible for the financial and tax reporting of Firm leadership investment portfolios. Its goal is to provide reliable and timely information enhancing leadership's ability to make investment decisions. Critical functions within the IA Department include cash management, business and accounting records maintenance and

tax / estate planning. The IA Department collaborates closely with Firm leadership, Executive Administration, Strategic Accounting & Finance, Treasury and Tax to deliver information that meets or exceeds the high standards of the Firm.

Position Responsibilities

The Tax Manager will be responsible for overseeing and handling all aspects of tax planning, compliance and reporting for the Principals and their affiliated entities. This position offers an excellent opportunity for a seasoned tax professional to make a significant impact and contribute to the success of the Internal Accounting Team.

Primary duties and responsibilities include, but are not limited to:

• Leading the development and execution of quarterly tax estimated projections and overseeing payment filings
• Managing the review process for complex individuals, trusts, partnerships and corporate tax returns. Synthesizing the findings into summary memorandums for Principals and family members.
• Directing coordination with external tax accounting firms on document procurement, preparation workflows, notices, filings and audits
• Cultivating relationships with outside tax accounting firms and internal groups such as Legal, Tax, Executive Administration and Strategic Accounting & Finance
• Overseeing the tax document tracking process (1099, 1098, K-1, joint filer, PFIC) and ensuring the timely resolution of any missing documentation
• Responding to correspondence from taxing authorities
• Supervising real estate tax payments, charitable contributions and provide other supporting schedules for tax preparers
• Managing the processing of political and charitable contributions, including coordinating compliance approvals, pledge maintenance, and internal reporting
• Developing and maintaining investment tax basis tracking, trust DNI, New York state allocation, tax basis financial statements and other schedules / deliverables
• Monitoring real estate cost basis reporting and ensure compliance with Qualified Opportunity Fund (QOF) requirements
• Coordinating and approving all other tax-related filings and payments (ex. payroll, etc.)
• Overseeing internal Form 1099 preparation and ensure accuracy and timeliness of all required tax filings
• Developing and implementing tax planning strategies (investment placement, carryforward utilization, etc.)
• Coach/Mentor Senior Tax Accountant

Candidate Requirements

Qualifications & Experience:

• Bachelor's degree in Accounting (CPA preferred)
• 7+ years of relevant tax experience in the financial services industry (mix of public accounting and industry a plus)
• Strong existing tax knowledge of partnership taxation and tax reporting requirements
• Superb written and verbal communication skills
• Results oriented, strong project management skills including the ability to drive people and projects to completion
• Comfort with and prior experience in a fast paced and high growth environment - candidate should possess excellent organizational skills with the ability to handle numerous projects at a time and prioritize as appropriate
• Highly meticulous, detail oriented and process driven
• Takes initiative with a strong emphasis on a team-orientated mentality
• Strong Excel skills and knowledge of Microsoft Office
• Sage Intacct experience a plus
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.

• Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
• Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant.
• Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights.
• Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
• Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.

Compensation and Benefits

For New York Only: It is expected that the base salary range for this position will be $180,000 to $220,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.

Golub Capital is an Equal Opportunity Employer.

We perform extensive and thorough pre-hire screens to ensure that our personnel act with expected levels of integrity, professionalism and personal responsibility.

Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.